User Guide For CS-Cart Dolibarr Connector

• The connector works smoothly with both CS-Cart and Multi-Vendor platforms.
• Admins can quickly import and export products, customers, and orders between CS-Cart and Dolibarr.
• It syncs products and orders from CS-Cart to Dolibarr in real time.
• As soon as a new order is placed in CS-Cart, it gets synced with Dolibarr automatically.
• Scheduled cron jobs allow Dolibarr to update products and orders back to CS-Cart.
• Admins can map categories in Dolibarr to matching categories in CS-Cart for proper classification.
• The add-on also maps payment and shipping methods between both platforms to keep records consistent.
• You can link warehouse data between CS-Cart and Dolibarr to keep stock levels updated on both ends.
• This integration reduces manual work and helps you manage your store more efficiently.

Note: Install and activate the Warehouse add-on in your CS-Cart panel before setting up this connector.

Download and install Dolibarr ERP to create a new system and smoothly sync data with your CS-Cart store.

• Unzip the Dolibarr package and open the htdocs folder to begin the installation process via your local or server environment.

• Select your preferred default language to proceed with the installation.

• Check all prerequisite conditions and confirm they are fulfilled before starting the installation.

• At this stage, you can check the web server details and set up your database configuration for installing Dolibarr.

• You have successfully created the database, and it’s now ready for Dolibarr configuration.

• Once configured, Dolibarr is ready to integrate with your CS-Cart store.

• Now, log in using your Dolibarr credentials to access the dashboard and manage the integration settings.

Dolibarr Configuration

Go to Setup >> Modules/Applications in Dolibarr and enable all required modules for configuration.

Customer Relationship Management

In the Customer Relationship Management section, enable the necessary modules to manage and sync customer data with your CS-Cart store.

• Third Parties: Activate the “Third Parties” module in Dolibarr to manage customer data with your CS-Cart store.
• Sales Orders: Turn on the “Sales Orders” module in Dolibarr to sync order data with your CS-Cart store.
• Shipments: Turn on the “Shipments” module in Dolibarr to ship information with your CS-Cart store.

Financial Modules (Accounting/Treasury)

Go to the Financial Modules section in Dolibarr, then activate and configure the required settings to manage financial data with your CS-Cart store.

• Invoices: Activate the Invoice module in Dolibarr to create, manage, and track invoices and credit notes for both customers and suppliers.
• Taxes and Special Expenses: Activate the Taxes and Special Expenses module to handle taxes, dividends, and related financial charges.

Product Management

Enable the required modules under Product Management in Dolibarr to manage and synchronize products with your CS-Cart store.

• Products: Enable the Products module in Dolibarr to manage and synchronize product data with your CS-Cart store.
• Stocks: Activate module to manage inventory and track stock movements.
  • In Stocks, go to the settings of the Stocks.

• Decrease real stocks on validation of the sales order: Enable this setting to instantly reduce stock levels in Dolibarr once a sales order is confirmed.

Multi-Module Tools

Go to Multi-module Tools and enable the necessary modules to enhance functionality and simplify operations in Dolibarr.

• Tags/Categories: Enable this module to efficiently create and manage tags or categories for products and customers.
• Multicurrency: Activate this module to enable the use of multiple currencies in product pricing and financial documents.
• Data Import: Use this module to quickly and accurately import data into Dolibarr.
• Data Export: Use this module to quickly export data from Dolibarr to external systems.

Interfaces with external systems

Enable the module under “Interfaces with External Systems” to let Dolibarr connect and share data with external platforms.

• API / Web services (REST server): Enable the Dolibarr REST API server to connect and exchange data smoothly with other systems.

Generate Dolibarr Key

The Dolibarr API key secures and validates the connection between your CS-Cart store and the Dolibarr ERP system.

You can find this key in Dolibarr by navigating to your Setup >> Modules/Application >> API / Web services (REST server) >> Settings.

To generate the API key:

• Copy the URL from the “URL to get token to use API” field in Dolibarr.
• Paste the URL into your browser.
• Enter your Dolibarr username and password when prompted.

After you log in, the system provides an API token to securely connect CS-Cart with Dolibarr.

Fetch Api Key

Go to your Dolibarr profile to access the API key.

• Go to the Card section in your Dolibarr profile.

• Here, you’ll find the key for the API under user info for integration and sync.

After downloading the CS-Cart Dolibarr Connector add-on, you’ll get one zip file, one install.txt file, and a relevant User Guide manual doc.

Read it carefully for proper configuration.

Go to Manage Add-ons, and click on “Manual Installation” as shown below in the snapshot.

Click on “Local” to browse the zip file, and then click on “Upload & Install” as shown below in the snapshot.

Add-on Configuration

After installing the add-on, you will find CS-Cart Dolibarr Connector in the list of available add-ons. We will then configure the settings.

Click on “settings” to enable, disable, install, or refresh.

Make sure the add-on is activated, as shown in the snapshot below.

To configure the module, go to the Add-Ons >> Developers >> Webkul Software Pvt Ltd. >> Dolibarr Connector >> Settings.

Configuration

Finish these settings to quickly sync customers, products, and orders between CS-Cart and Dolibarr.

• Enter Host URL: Type the API key from your Dolibarr account to verify and establish the connection.
  • Host URL Like: https://your_domain_name/your_dolibarr_crm
    
• Enter API Key: Provide the API key from your Dolibarr account to authenticate the connection.

Default Settings

Fill in all the required fields to complete the configuration successfully.

• Category: Select the default category to ensure proper synchronization with Dolibarr.
• Default Vendor: Select the default vendor from your CS-Cart store.

To map data from CS-Cart to Dolibarr, navigate to Website >> Dolibarr Mapping.

CS-Cart Category

Map the default CS-Cart categories to the corresponding categories in Dolibarr to ensure accurate classification and smooth data synchronization between both platforms.

From this section, you can map CS-Cart categories to their matching categories in Dolibarr, ensuring proper synchronization between the two platforms.

Payment Method

Set the default payment method to manage payment details between CS-Cart and Dolibarr.

• Payment Method: Choose the Default Payment method for both platforms.
• Default Currency Code: Choose the default currency code from Dolibarr’s manage order currency.

Shipment

Set up the default shipping settings to manage shipping data accurately between CS-Cart and Dolibarr.

• Default Shipment: Map the default shipping methods in CS-Cart to their matching options in Dolibarr to ensure consistent and accurate order fulfillment.

Warehouse

Link your CS-Cart warehouse with Dolibarr to keep stock levels consistent and synchronized across both systems.

• Default Warehouse: Map the default warehouse in CS-Cart to Dolibarr to keep inventory data accurate and perfectly synchronized across both platforms.

Products

To sync products between CS-Cart and Dolibarr, navigate to the Products.

NOTE: To sync products between CS-Cart and Dolibarr, you must first sync the categories and warehouses.

You can quickly export selected or all products from CS-Cart to Dolibarr.

Import products from Dolibarr to keep your CS-Cart catalog accurate.

Update existing product details on both platforms to maintain consistent and accurate data.

Customers

To sync customers, go to Users > Customers. From there, you can export customer data to Dolibarr or import it into your CS-Cart store from Dolibarr.

Use this section to export, import, or update customer data between CS-Cart and Dolibarr. It helps maintain accurate customer records across both platforms.

You can view the sync status of customers to track successful imports and exports between CS-Cart and Dolibarr.

Orders

To sync orders, navigate to the Orders section in your CS-Cart admin panel.

NOTE: To sync orders between CS-Cart and Dolibarr, make sure products, categories, and customers are already synced.

Import orders from Dolibarr to CS-Cart or export them from CS-Cart to Dolibarr. This enables smooth and efficient two-way order synchronization.

Map key data such as categories, payment methods, shipping options, and warehouses from Dolibarr to CS-Cart to ensure smooth and consistent data synchronization between both systems.

Categories

To map data from Dolibarr to CS-Cart, navigate to Products >> Tags/Categories.

From this section, you can add categories in Dolibarr that will be mapped to the Matching categories in your CS-Cart store for smooth product synchronization.

Products

To view and create new products in Dolibarr, navigate to the Products section.

From this section, you can view synced products, update product data, and create new products. This ensures seamless integration between Dolibarr and CS-Cart.

NOTE: To update products from Dolibarr to CS-Cart, run the following cron job by hitting it in your browser:

https://your-domain.com/index.php?dispatch=product_cron.update_product_cron_job

Customers

To manage customers in Dolibarr, navigate to Third Parties >> Customers.

From this section, you can create new customers, view and update existing ones, and track synced customer data.

Orders

To manage orders in Dolibarr, navigate to Commerce >> Sales Orders.

From this section, you can manage orders, view order details, and track synced order data.

NOTE: To update orders from Dolibarr to CS-Cart, open the following URL in your browser as a cron job trigger:

www.your_url.com/index.php?dispatch=order_cron.update_order_cron_job

If you have any questions, suggestions, or customization requests, feel free to contact us at support@webkul.com or submit a ticket at webkul.uvdesk.com.

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